Holders over time
- XYZ
- MSFT
| Quarter | XYZ | MSFT |
|---|---|---|
| Q3 2020 | 30 holders, $11.0bn | 63 holders, $218bn |
| Q4 2020 | 38 holders, $14.8bn | 66 holders, $228bn |
| Q1 2021 | 29 holders, $13.9bn | 65 holders, $241bn |
| Q2 2021 | 32 holders, $14.8bn | 62 holders, $273bn |
| Q3 2021 | 26 holders, $15.9bn | 64 holders, $283bn |
| Q4 2021 | 29 holders, $10.7bn | 65 holders, $336bn |
| Q1 2022 | 28 holders, $11.3bn | 63 holders, $297bn |
| Q2 2022 | 23 holders, $4.8bn | 67 holders, $245bn |
| Q3 2022 | 26 holders, $4.4bn | 68 holders, $216bn |
| Q4 2022 | 26 holders, $5.7bn | 62 holders, $217bn |
| Q1 2023 | 24 holders, $7.1bn | 65 holders, $254bn |
| Q2 2023 | 29 holders, $7.1bn | 69 holders, $304bn |
| Q3 2023 | 22 holders, $4.1bn | 71 holders, $281bn |
| Q4 2023 | 27 holders, $7.2bn | 66 holders, $333bn |
| Q1 2024 | 21 holders, $8.0bn | 68 holders, $361bn |
| Q2 2024 | 21 holders, $4.7bn | 67 holders, $374bn |
| Q3 2024 | 18 holders, $4.6bn | 69 holders, $356bn |
| Q4 2024 | 21 holders, $6.8bn | 70 holders, $338bn |
| Q1 2025 | 18 holders, $4.8bn | 67 holders, $294bn |
| Q2 2025 | 27 holders, $8.3bn | 65 holders, $401bn |
| Q3 2025 | 19 holders, $7.5bn | 70 holders, $427bn |
| Q4 2025 | 16 holders, $6.8bn | 68 holders, $411bn |
| Q1 2026 | 16 holders, $6.4bn | 64 holders, $312bn |
| Q2 2026 | 21 holders, $7.7bn | 60 holders, $291bn |
Block Inc
- Holders
- 21
- Reported value
- $7.7bn
- Buyers
- 27
- Sellers
- 14
Breadth +13 among 91 comparable managers.
Microsoft Corp
- Holders
- 60
- Reported value
- $291bn
- Buyers
- 27
- Sellers
- 37
Breadth -10 among 91 comparable managers.
Who holds both, Q2 2026
Both (17)
ARK Investment Management LLC, Arrowstreet Capital LP, Baillie Gifford & Co, Brevan Howard Capital Management LP, Bridgewater Associates LP, Capital World Investors, Citadel Advisors LLC, ExodusPoint Capital Management LP, Freestone Grove Partners LP, Hudson Bay Capital Management LP, Invesco Ltd, Man Group PLC, Schonfeld Strategic Advisors LLC, T. Rowe Price Associates Inc, Tiger Global Management LLC, Tudor Investment Corp, Wellington Management Group LLP
Only XYZ (4)
Davidson Kempner Capital Management LP, Glenview Capital Management LLC, Point72 Asset Management LP, Third Point LLC
Only MSFT (43)
Acadian Asset Management LLC, AllianceBernstein LP, Altimeter Capital Management LP, AQR Capital Management LLC, Artisan Partners LP, Balyasny Asset Management LLC, Capital Research Global Investors, Caxton Associates LLP, Coatue Management LLC, D. E. Shaw & Co., Dodge & Cox, Farallon Capital Management LLC, Fidelity (FMR LLC), First Eagle Investment Management LLC, GAMCO Investors Inc, Harris Associates LP, Holocene Advisors LP, Jane Street Group LLC, Janus Henderson Group Ltd, Markel Group Inc, Marshall Wace LLP, Maverick Capital Ltd, MFS Investment Management, Millennium Management LLC, Moore Capital Management LP, and 18 more
How much of the picture this is
A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. Buyers and sellers count comparable managers (those that filed both quarters) by shares, so a rise in value with no rise in shares is the price. Large books are listed to their largest positions. These are 95 tracked managers, not the institutional market.